Embedding the PSA Services Estimator Team Performance Summary Dashboard

To embed the PSA Services Estimator Team Performance Summary dashboard:

  1. Edit the Lightning page you want to add the PSA Services Estimator Team Performance Summary dashboard to.

  2. In the Tabs panel, click Add Tab.
  3. Click the new tab, then in Tab Label, select "Custom".
  4. In Custom Label, enter Services Estimator Team Performance Summary.
  5. Click Done.
  6. Drag and drop the CRM Analytics Dashboard component from the Components panel to the new tab.
  7. In Dashboard on the CRM Analytics Dashboard panel, select "PSA Services Estimator Team Performance Summary".
  8. In Height, set the dashboard height.
  9. Deselect Include Share and Download Options.
  10. Deselect Show Title.
  11. Deselect Show Header.
  12. In Open Dashboard, select "Disable open dashboard feature".
  13. Select Open Links in New Windows.
  14. Select Hide on Error.
  15. Click Save.